2025-10-22 14:56Summary of Conference Call on Composite Ceramic Screw Technology Industry and Company Involved - The discussion revolves around the composite ceramic screw technology and its applications in the robotics and automotive industries, particularly focusing on electric vehicles (EVs) and humanoid robots. Core Points and Arguments 1. Weight Reduction and Performance: The composite ceramic screw, which replaces steel balls with ceramic balls, achieves a weight reduction of approximately 70%, lowers noise levels, and reduces reliance on lubricants, thus preventing overheating. This technology is suitable for complex industrial scenarios and long-term operations [1][2][5]. 2. Market Potential in Automotive Sector: If the value of ceramic balls per vehicle reaches 200 RMB with a penetration rate of 50%, the global electric vehicle market could reach 6.8 billion RMB. The demand for robots in North America is estimated between 1 million to 3 million units, with an initial value of 4,000 to 5,000 RMB per unit, leading to a market size of 4 billion to 10 billion RMB [1][4]. 3. Advantages of Composite Ceramic Screw Technology: Key advantages include: - Weight reduction of 70% - Low friction coefficient of 0.001, significantly reducing noise - Self-lubricating properties, eliminating the need for additional lubricants - Superior strength and durability, enhancing reliability in high-precision applications [5][6][7]. 4. Tesla's Adoption: Tesla's use of composite ceramic screws in its robots offers several benefits, including lightweight design, extended lifespan due to high strength, improved interaction experience due to low noise, and expanded application range due to high-temperature and corrosion resistance [7][8]. 5. Challenges in Manufacturing: The manufacturing process of composite ceramic screws faces challenges such as high purity and particle size control of raw materials, complex production processes, and stringent quality control requirements [9]. 6. Future Growth in New Energy Vehicles: The development of new energy vehicles, particularly those with 800V and above platforms, is expected to drive the adoption of composite ceramics, with projections indicating a significant increase in the number of new models by 2025 and 2030 [11][12]. 7. Innovations in Robotics: The introduction of a micro four-bar linkage transmission method in robotics enhances motion control, energy efficiency, and operational stability, with Tesla confirming its use in next-generation robotic joints [13]. 8. Market Growth Projections: The ceramic ball market is anticipated to grow significantly, with projections indicating a rise from 3 billion RMB in 2025 to 12 billion RMB by 2035 in the new energy vehicle sector, and from 3 billion RMB to 40 billion RMB in the humanoid robot sector [15]. Other Important but Possibly Overlooked Content 1. Domestic Suppliers: Key domestic suppliers of ceramic balls include Lixun Co., Ltd., Guoci Materials, and China National Materials, each with unique strengths in the market [16]. 2. Geopolitical Risk Management: Lixun Co., Ltd. has established factories in North America and Mexico, which helps mitigate the negative impacts of geopolitical conflicts, making it a significant player in the automotive supply chain [17][18]. 3. Investment Opportunities: Investors are encouraged to focus on Lixun Co., Ltd. for its technological capabilities and global presence, while also considering Guoci Materials and China National Materials for their niche advantages [19].